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SageView Advisory Group, LLC: AMZN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SageView Advisory Group, LLC on AMZN, newest first. How the timeline and the estimate are built.

SageView Advisory Group, LLC held 66,025 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,025 shares
    Change vs previous 13F -40 shares

    0.52% of the 13F portfolio, value $15,736,452.

    13F-HR 0001172661-26-003218 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 66,065 shares
    Change vs previous 13F -5,326 shares

    0.5% of the 13F portfolio, value $13,759,404.

    13F-HR 0001172661-26-003214 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 71,391 shares
    Change vs previous 13F -2,510 shares

    0.56% of the 13F portfolio, value $16,478,523.

    13F-HR 0001914558-26-000002 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 73,901 shares
    Change vs previous 13F +3,370 shares

    0.56% of the 13F portfolio, value $16,226,491.

    13F-HR 0001172661-25-004748 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 70,531 shares
    Change vs previous 13F -1,419 shares

    0.62% of the 13F portfolio, value $16,418,945.

    13F-HR 0001172661-25-003226 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 71,950 shares
    Change vs previous 13F -1,561 shares

    0.58% of the 13F portfolio, value $13,689,286.

    13F-HR 0001172661-25-002419 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 73,511 shares
    Change vs previous 13F +21,592 shares

    0.69% of the 13F portfolio, value $16,127,637.

    13F-HR 0001172661-25-000782 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 51,919 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $9,674,130.

    13F-HR 0001172661-24-005134 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).